What is our background?

W. David Coffman, CPA, CFP® is a Certified Public Accountant (TX), a CERTIFIED FINANCIAL PLANNER® professional, and a Registered Investment Advisor (TX). He has an undergraduate degree in Accounting from Texas A & M University and a masters degree in Professional Accounting (tax specialization) from the University of Texas at Austin. He is a Registered Representative with Geneos Wealth Management, Inc.

Over the years David has established strategic relationships with attorneys, insurance companies, and money management firms to provide a strong network of value to his clients.

David is a member of the American Institute of Certified Public Accountants and the Texas Society of CPA's.

David has been advising individuals and families about financial strategies since 1983. If you are a conservative investor who values a relationship with a professional financial advisor and has investable assets in excess of $400,000, you may find our sevices of great value.

We invite you contact us at 512.258.0609 or through this website to make an appointment for a free, no obligation consultation to find out if our services can be of value to you.

CFP® and CERTIFIED FINANCIAL PLANNER®are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Securities offered through Geneos Wealth Management, Inc., Member FINRA, SIPC.  Advisory services offered through W. David Coffman, CPA, CFP®.